News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
(January 2007) It’s everyone’s fantasy to be a fly on the wall in a secret meeting, or to wear a Harry Potter cloak of invisibility just to hear what people are saying when they think we aren’t listening. For advisors selling insurance, though, shape-shifting and fantasy accoutrements aren’t necessary if you want to know what […]
By Rick Forchuk | January 2, 2007
4 min read
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